Capital Investment Advisory Services’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $369K | Hold |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $716K | Buy |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $400K | Buy |
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $756K | Sell |
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|
2021
Q4 | $904K | Sell |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $512K | Sell |
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|
2020
Q1 | $402K | Buy |
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|
2019
Q4 | $312K | Hold |
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|
2019
Q3 | $309K | Sell |
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|
2019
Q2 | $395K | Buy |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $47K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $290K | Sell |
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|
2018
Q1 | $280K | Sell |
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|
2017
Q4 | $222K | Sell |
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|
2017
Q3 | $361K | Sell |
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|
2017
Q2 | $341K | Buy |
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